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Upturn AI SWOT - About
FlexShares International Quality Dividend Index Fund (IQDF)
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Upturn Advisory Summary
03/11/2025: IQDF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.03% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 55246 | Beta 0.98 | 52 Weeks Range 21.85 - 25.71 | Updated Date 03/28/2025 |
52 Weeks Range 21.85 - 25.71 | Updated Date 03/28/2025 |
Upturn AI SWOT
FlexShares International Quality Dividend Index Fund
ETF Overview
Overview
The FlexShares International Quality Dividend Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend IndexSM. It focuses on dividend-paying stocks in developed markets outside the US, employing a quality screen to enhance returns.
Reputation and Reliability
FlexShares, a division of Northern Trust, is a well-regarded ETF provider known for its rules-based, factor-driven investment strategies.
Management Expertise
Northern Trust has extensive experience managing passive and active investment strategies, providing robust expertise for ETF management.
Investment Objective
Goal
The fund aims to provide investment results that correspond generally to the price and yield performance of the Northern Trust International Quality Dividend IndexSM.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Northern Trust International Quality Dividend IndexSM.
Composition The ETF holds a diversified portfolio of dividend-paying stocks from developed markets outside the United States, selected based on quality factors.
Market Position
Market Share: The fund's market share is relatively small compared to larger international dividend ETFs.
Total Net Assets (AUM): 210600000
Competitors
Key Competitors
- VYMI
- SCHF
- IDEV
- EFV
Competitive Landscape
The international dividend ETF market is competitive, with several large players. QDF differentiates itself through its focus on quality factor screening, which aims to improve risk-adjusted returns, but it has a smaller AUM and lower liquidity than its larger competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Consult the fund's official website for up-to-date performance data.
Benchmark Comparison: Consult the fund's official website for performance relative to its benchmark.
Expense Ratio: 0.37
Liquidity
Average Trading Volume
The fund's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting the liquidity of the underlying holdings.
Market Dynamics
Market Environment Factors
Economic growth in developed markets, interest rate policies, and currency fluctuations can impact the fund's performance.
Growth Trajectory
The ETF's growth is dependent on investor demand for international dividend strategies and its ability to outperform its benchmark through quality factor selection.
Moat and Competitive Advantages
Competitive Edge
QDF's competitive advantage lies in its quality factor screening, which aims to select companies with strong financial health and sustainable dividend payouts. This approach may lead to better downside protection and improved long-term performance compared to purely market-cap-weighted international dividend ETFs. Its focus on quality differentiates it from competitors that may prioritize yield over financial stability. However, the impact of quality factors can vary depending on market conditions.
Risk Analysis
Volatility
The fund's volatility is typical for international equity funds, influenced by global market fluctuations.
Market Risk
The fund is subject to market risk, currency risk, and political risk associated with investing in international equities.
Investor Profile
Ideal Investor Profile
The fund is suitable for investors seeking international dividend income and long-term capital appreciation, with a preference for quality companies.
Market Risk
The fund is best suited for long-term investors who understand the risks of international investing and are seeking a potentially higher-quality dividend stream.
Summary
The FlexShares International Quality Dividend Index Fund (QDF) offers exposure to dividend-paying stocks in developed markets outside the US, incorporating a quality screen to potentially enhance returns. It is managed by Northern Trust, a reputable ETF provider, and seeks to track the Northern Trust International Quality Dividend IndexSM. While it faces strong competition from larger international dividend ETFs, QDF differentiates itself through its emphasis on quality. The fund is best suited for long-term investors seeking international dividend income and capital appreciation while accepting associated market risks. QDF's AUM is $210.6 million and its expense ratio is 0.37%.
Similar Companies
- VYMI
- SCHF
- IDEV
- EFV
- PID
- IHDG
- LVHI
Sources and Disclaimers
Data Sources:
- FlexShares Website
- Northern Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions. Market share data is based on the most recent available information and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FlexShares International Quality Dividend Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to reflect the performance of a selection of companies that, in aggregate, provide exposure to a high-quality income-oriented universe of long-only international securities issued by non-U.S.- based companies. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.
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